Pack of Two - Outlook Inbox management and One Note usage to improve Productivity

Melissa Esquibel

Melissa Esquibel

With more than 30 years in business application technology, Melissa Esquibel, MCT, MOSM (Microsoft Certified Trainer, Microsoft Office Specialist-Master), has a unique ability to make learning programs enjoyable AND valuable. The goal of Melissa’s technology training is to help you make friends with your technology and have a little fun...
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120 Mins
Melissa Esquibel

Improving Productivity Using OneNote

Capture Just About Anything in OneNote – Notes, Audio, Sketch, Pictures, Videos, Document –And Share with Colleagues for Real-Time Collaboration.

OneNote will help you keep track of different types of information, such as researching products you need to buy, storing info on items you already bought, web sites you need to spend time on, articles you need to read, meeting notes you need to keep and refer to, and of course, images and audio for any of this. It's flexible enough to let you work using the GTD methodology in the way you want. However, do you know how to turn OneNote into the ultimate tool and get things done?

OneNote eliminates sticky notes, replaces paper notepads, and even streamlines the organizing of projects, research, and tasks in Microsoft Word, PowerPoint, or Outlook. If you want to save time planning, organizing, and searching for information, you won’t find a more useful tool than OneNote. 

If you want to know how to use it properly, register for this pre-recorded webinar, presented by our expert Microsoft Office trainer, for a comprehensive understanding of OneNote that will take you from newbie to expert in just 60 minutes. Our expert will show you how to get more efficient, effective, and creative as she walks you through the ins and outs of OneNote, and demonstrates how it integrates seamlessly with Microsoft Outlook, Word, PowerPoint, and YouTube. You will learn how to set up Notebooks for personal and professional tasks, bring together files from Word, PowerPoint, Outlook, and the web (including YouTube), and use the task management features to execute multiple tasks. You’ll also know how to customize Notebook sections, create individual folders, take QuickNotes of random thoughts and information to keep them handy for instant retrieval.

This webinar is designed to help you access your notes from a wide range of devices. You will be able to estimate your workload demands, meet your deadlines, and make solid time-management principles productively work for you.

Webinar Agenda

  • How to set up various Notebooks for diverse areas of your professional and personal life
  • How to gather information and bring together files from Word, PowerPoint, Outlook and the Web, including YouTube
  • How to use the task management features of OneNote
  • How to customize Notebook sections
  • How to use tailor commands on the Quick Access Toolbar
  • How to create individual folders for Internet research 
  • How to speed up collaboration by sharing Notebooks
  • How to take advantage of unique drawing, sketching, and handwritten notes
  • How to explore the record functions and take lecture notes
  • How to take QuickNotes of random thoughts and information and keep them handy for immediate retrieval

Control Outlook Inbox Chaos

Employing Outlook features to keep important email at your fingertips

When the first thing you do in the morning is looking at your inbox, and that inbox is loaded down with clutter, you start your day overwhelmed. Finding things becomes a “needle in the haystack” experience that wastes valuable (and often very expensive) time. Those are just two problems with an overloaded inbox. Most information workers have email stored in their inbox in direct violation of their organization’s information security and record retention programs. Whether you are beholden to HIPAA, GDPR, PCI-DSS, SOX, or other regulatory requirements, no one wants to be “that person” whose email gets compromised and reveals data that shouldn’t be there.

So, what can be done? Outlook has many tools that can be employed to clean-up a cluttered inbox quickly. Then, there are techniques you can employ to keep the clutter from accumulating while also keeping the most important messages top of mind. Whether you are an Outlook veteran or new to the application, this session will pull back the covers on the full toolbox at your disposal to get your inbox manageable and keep it that way.

Microsoft Certified Trainer, Melissa Esquibel will take you through the steps to identify what can be deleted. You will learn how to quickly get rid of things that you don’t need and which may pose a risk to your organization’s information security profile. Finally, you will see what new habits you can adopt that will generate less email to delete and techniques to keep a tidy inbox, find what you need and keep productive.

Webinar Objectives

With the techniques learned in this session, you will:

  • Get to the core reasons why clutter happens and what you can do about it every day
  • Know how to mitigate the risk of keeping too much email
  • Be able to employ effective search, filter, and view techniques to find what you need and get rid of what you don’t
  • Understand how Outlook can be customized to the way you need to work productively and securely.
  • Be able to automate repetitive clean-up and organization tasks

Webinar Agenda

  • Search for likely suspects – How to identify and delete large chunks of email
  • Employing Outlook features to keep important email at your fingertips
  • Automation tips to remove the drudgery of manual clean-up work
  • New ways of working that keep clutter from happening in the first place

Webinar Highlights

  • Finding discardable emails with simple searching, sorting, and viewing techniques
  • How to effectively use Rules, Quick Steps, Conditional Formatting, and Search Folders
  • Employing techniques that keep what’s important top of mind
  • The “out of sight, out of mind” danger of deep folder structures
  • Techniques to create less clutter to clean up
  • What Archive does (and doesn’t do)
  • Using Assign Policy to take the guesswork out of when to delete email

Who Should Attend

All employees and managers in your IT department
Technology team – web developers, project managers and project members
Team members and leaders
Office administrators, secretarial personnel
Finance and accounting personnel and managers
Marketing & sales professionals and managers
HR employees and managers
General managers
Operations managers
Manufacturing managers
Entrepreneurs & Business owners
Administrative Assistant
Operations Manager
 Executive Assistant
Account Representative
Account Manager
Human Resources Manager
Compliance Officer

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